How Implementation Engagements Work


Session Times - Your company will be assigned recurring Consulting Session times.  These sessions are scheduled to last up to 1 hour 45 minutes.

Virtual Meeting - We use online meeting software for our sessions.  The session code (URL) that is sent to you is unique for your company.  It can be shared with anyone that needs to join our sessions.  We will use the session code for any sessions with your consultant until the project has been completed.  Should you work with another consultant, they will send you a different session code.

File Share - We use Microsoft SharePoint to share project files.  Members given access to this share will have access to any and all files placed within it.  We can add and remove users during the engagement.

Remote Sessions - We may choose to do certain tasks remotely, behind the scenes.  Remote Sessions may take the place of Consulting Sessions.

Homework - Your consultant may assign you some tasks to be completed before the next session.  Incomplete homework may be worked on during the next scheduled session, which can create delays in the overall project scope.

Cancelled Sessions - Our monthly pricing covers weekly recurring Consulting Sessions, unlimited remote & email support, subscriptions to our productivity tools (Custom Projects Only), access to our document library, private social media groups, and more.  Consulting Sessions that are cancelled at least one business day in advance may be rescheduled if needed.  Consulting Sessions cancelled less than one business day in advance will not be rescheduled and the implementation will continue at the next scheduled session.  Company holidays are not rescheduled.  No more than two Consulting Sessions may be rescheduled in a calendar month.



Visionary 360 reviews and updates our standards of service to keep current and allow us to adapt to changes in processes.  This page reflects our most current standards of service on these topics and is updated from time-to-time.